Accel Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-388
| Closed | -$27.1K | – | 533 |
|
|
2023
Q1 | $27.1K | Buy |
388
+1
| +0.3% | +$70 | 0.01% | 625 |
|
|
2022
Q4 | $26.1K | Sell |
387
-149
| -28% | -$10.1K | 0.01% | 494 |
|
|
2022
Q3 | $36K | Buy |
536
+26
| +5% | +$1.75K | 0.02% | 436 |
|
|
2022
Q2 | $33K | Buy |
510
+1
| +0.2% | +$65 | 0.02% | 429 |
|
|
2022
Q1 | $40K | Hold |
509
| – | – | 0.02% | 412 |
|
|
2021
Q4 | $42K | Buy |
509
+17
| +3% | +$1.4K | 0.02% | 408 |
|
|
2021
Q3 | $39K | Sell |
492
-17
| -3% | -$1.35K | 0.03% | 370 |
|
|
2021
Q2 | $40K | Buy |
509
+1
| +0.2% | +$79 | 0.03% | 383 |
|
|
2021
Q1 | $38K | Hold |
508
| – | – | 0.03% | 371 |
|
|
2020
Q4 | $35K | Buy |
+508
| New | +$35K | 0.03% | 372 |
|